Sean O'Toole
Founder @ 1776ing
About
I am a skilled finance professional with the mind of an entrepreneur using my education, experience and wisdom to better the lives of others. My experience with Investors, Entrepreneurs, Private Equity firms (including my own firm), plus 30 years of investing other people’s money, led to the establishment of the 1776 companies. Adam Smith published his works "The Wealth of Nations" in 1776. Those teachings are the foundation for modern capitalism, promote individual prosperity and directly led to the nations founders declaring independence in the same year. 1776 Wealth is our RIA firm that serves a limited number of families that prefer to work with a deeply integrated team of advisory professionals. In simple terms, 1776ing is an SaaS platform/ecosystem that enables better capitalism for more people. We define 1776ing as a verb; Taking action to create one's own wealth and prosperity I have championed the financing of a multitude of varied projects over my career and have served as a financial advisor to both publicly traded and private companies. The advent of Crowd Funding sparked my interest in leveraging technology and the internet to find better investment opportunities and make them available to more people. I learned how to create solutions while studying engineering at Worcester Polytechnic Institute. After serving in the US Army as an Officer, I spent the next 20 years of My career in investment banking and financial services with Merrill Lynch and then UBS. In 2017 my partner and I created 1776 Wealth, a SEC Registered Investment Advisory Firm and Investment Manager. The combination of these life experiences and my passion for what Adam Smith described as “betterment” is the focus of my professional endeavors.
United States
Atlanta
Investment Management
Solutions, Strategy Execution, Analytical Skills, RIA
Experience

founder and managing director
clearvoyance consulting
Clearvoyance Consulting was founded in 2009 as a niche due diligence and risk mitigation advisory firm clarifying the obscure and vetting the un-expectable. We are engaged to augment and improve our clients existing business processes, infrastructure and expand their markets. My partners and I do contract work globally for law firms, real estate developers, private equity funds and a variety of emerging companies. We have a niche focus on large real estate developments and the use of economic incentives.

managing director and founder
1908 capital
1908 Capital is in the business of facilitating economic development with particular interest in the use of private equity and debt investments that leverage local, state and federal incentives. We manage private equity and debt funds that make direct investments.

chief executive officer
1776 wealth
1776 Wealth LLC is our conduit to enhance the wealth and further the ambitions of our investment advisory clientele. We are a Registered Advisory Firm with the SEC, headquartered in Sandy Springs, GA with clients across the US. Sean O'Toole and Deanna Suarez founded the firm in 2017 to leverage their talents and expertise through a business devoted to serving our "High Net Work" clients. We named our company 1776 Wealth in respect to the first publishing of Adam Smith’s collected works The Wealth of Nations, which was published in 1776 and whose theory and adoption has been the foundation of wealth creation for both individuals, companies and even nations. The extended team behind 1776 Wealth LLC serve the complex and unique financial needs of Entrepreneurs, Executives and their Families in all stages of life. We provide a full suite of integrated and tailored wealth management and financial services to a limited number of clientele.

wealth management advisor
merrill lynch
Financial Advisor; started as a trainee focused on business development and completing the Professional Development Program. Primarily worked with individuals on their investment management and comprehensive financial planning. Earned my CFP in 2002. Later added corporate banking through ML Business Financial Services and the IBK. Worked with corporations for a variety of financial needs including; short term investment management, credit facilities, recapitalization, employee benefit programs management, interest rate derivatives and currency hedging. Determined that UBS was better suited to my skills and clientele, moved on in 2007.

1st lieutenant
us army
* 82nd Airborne Division, Ft. Bragg, NC * I served my country with the Airborne Infantry among the finest Americans I have ever met. * Was both a platoon leader and an operations officer responsible for the planning of operations to deploy, combat our enemy and return our soldiers back to their families. There I learned and retain two life long lessons; * 1. Failure is not an option. * 2. Hope is not a strategy. * These lessons are integral to the approach in all my endeavors.

wealth advisor, senior vice president, certified financial planner
ubs
UBS works with private clients, institutions and corporations around the world to help answer some of life's questions – whether through expert wealth management advice, investment banking and asset management expertise, or general banking advice in Switzerland. We're a team of 60,000 colleagues, collaborating across all major financial centres in nearly 900 offices and more than 50 countries, and we've been recognised as being good at what we do (by Euromoney and many others). Universum rated us one of the world's most attractive employers in 2015 for the 7th year in a row. We help our talented colleagues answer some of life's questions too – by offering a supportive, challenging and diverse working environment that rewards passion, commitment and success.
Education
shenendehowa high school
worcester polytechnic institute
engineering
Activities and Societies: ROTC, Lacrosse
Sean O'Toole's Contact Information
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